Purchases and Sales Made in Q3 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q3 2022. The information is specifically focused on institutions that hold shares of MARSH & MCLENNAN COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.11% |
$297 - $346
|
1.86K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2+ 0.72% |
$297 - $346
|
280
$64.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.23% |
$148 - $173
|
443
$101K
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.03% |
$148 - $173
|
3.79K
$866K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.24% |
$148 - $173
|
413
$94.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 16.67% |
$148 - $173
|
7
$1.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.49% |
$148 - $173
|
205
$46.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$148 - $173
|
1.59K
$363K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
1+ 0.06% |
$148 - $173
|
1.69K
$386K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$148 - $173
|
3.91K
$896K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1- 2.13% |
$148 - $173
|
46
$10.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-2- 0.95% |
$297 - $346
|
208
$47.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.66% |
$297 - $346
|
303
$69.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2- 3.64% |
$297 - $346
|
53
$12.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3- 1.01% |
$445 - $519
|
295
$67.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 1.5% |
$445 - $519
|
197
$45.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4- 0.25% |
$593 - $693
|
1.57K
$359K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5- 0.32% |
$742 - $866
|
1.54K
$353K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5- 0.07% |
$742 - $866
|
7.42K
$1.7M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 0.54% |
$742 - $866
|
918
$210K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5- 0.01% |
$742 - $866
|
37.2K
$8.5M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5- 0.04% |
$742 - $866
|
12.6K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5- 0.13% |
$742 - $866
|
3.95K
$903K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6- 0.33% |
$890 - $1.04K
|
1.82K
$417K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6- 0.16% |
$890 - $1.04K
|
3.75K
$858K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 2.46% |
$890 - $1.04K
|
238
$54.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-8- 5.56% |
$1.19K - $1.39K
|
136
$31.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-8- 1.47% |
$1.19K - $1.39K
|
535
$122K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10- 0.05% |
$1.48K - $1.73K
|
20.1K
$4.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-12- 0.55% |
$1.78K - $2.08K
|
2.19K
$501K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 3.23% |
$1.78K - $2.08K
|
360
$82.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13- 0.66% |
$1.93K - $2.25K
|
1.95K
$447K
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-14- 0.24% |
$2.08K - $2.42K
|
5.71K
$1.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-14- 0.98% |
$2.08K - $2.42K
|
1.41K
$323K
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-15- 1.05% |
$2.23K - $2.6K
|
1.41K
$322K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 0.22% |
$2.37K - $2.77K
|
7.19K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16- 0.12% |
$2.37K - $2.77K
|
13.3K
$3.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-16- 0.39% |
$2.37K - $2.77K
|
4.04K
$924K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-16- 0.18% |
$2.37K - $2.77K
|
9.03K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16- 0.34% |
$2.37K - $2.77K
|
4.74K
$1.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 0.97% |
$2.52K - $2.94K
|
1.74K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18- 0.12% |
$2.67K - $3.12K
|
15.1K
$3.45M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.15% |
$2.67K - $3.12K
|
12.1K
$2.76M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.02% |
$3.12K - $3.64K
|
2.03K
$464K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 77.78% |
$3.12K - $3.64K
|
6
$1.37K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.5% |
$3.26K - $3.81K
|
4.42K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-23- 0.64% |
$3.41K - $3.98K
|
3.6K
$823K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 1.47% |
$3.71K - $4.33K
|
1.68K
$383K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-25- 0.26% |
$3.71K - $4.33K
|
9.75K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-26- 1.42% |
$3.86K - $4.5K
|
1.81K
$413K
|